Nova Wealth Management Inc. Portfolio
Invests via Nova Wealth Management Inc. | Managed by Amy Christine Novakovich, James Peter Novakovich III, Tamara Laura Clingan, Stephen Herrington, Scott Nelson, Judd J. Garrett
Invests via Nova Wealth Management Inc.
Managed by Amy Christine Novakovich, James Peter Novakovich III, Tamara Laura Clingan, Stephen Herrington, Scott Nelson, Judd J. Garrett
Automatically Tracked
Company Profile
A boutique wealth manager specializing in comprehensive advisory and discretionary portfolio services for high-net-worth individuals and small institutions. Nova Wealth Management Inc. manages multi-asset portfolios with emphasis on tax-aware strategies, retirement planning and direct equity selection. The firm positions itself as a close-advisor, blending financial planning, risk management and customized alternative allocations for concentrated-client mandates.
A boutique wealth manager specializing in comprehensive advisory and discretionary portfolio services for high-net-worth individuals and small institutions. Nova Wealth Management Inc. manages multi-asset portfolios with emphasis on tax-aware strategies, retirement planning and direct equity selection. The firm positions itself as a close-advisor, blending financial planning, risk management and customized alternative allocations for concentrated-client mandates.
Investment Philosophy & Strategy
A boutique wealth manager specializing in comprehensive advisory and discretionary portfolio services for high-net-worth individuals and small institutions. Nova Wealth Management Inc. manages multi-asset portfolios with emphasis on tax-aware strategies, retirement planning and direct equity selection. The firm positions itself as a close-advisor, blending financial planning, risk management and customized alternative allocations for concentrated-client mandates.
A boutique wealth manager specializing in comprehensive advisory and discretionary portfolio services for high-net-worth individuals and small institutions. Nova Wealth Management Inc. manages multi-asset portfolios with emphasis on tax-aware strategies, retirement planning and direct equity selection. The firm positions itself as a close-advisor, blending financial planning, risk management and customized alternative allocations for concentrated-client mandates.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
32.13%
Gain -1.4%
Monthly
1.3%
Yearly
16.82%
Drawdown
15.59%
$178.07M
Equity
Holdings
$178.07M
Investment
$148.03M
$36.76M
Profit -$2.07M
Realized
$6.72M
Unrealized
$30.05M
Dividends
$3.29M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.4%
Profit
-$2.07M
Win %
69%
This Week
Compared To Last Week
Gain
-2.79%
Profit
-$5.1M
Win %
69%
This Month
Compared to last month
Gain
-1.15%
Profit
-$2.06M
Win %
69%
This Year
Compared to last year
Gain
-1.84%
Profit
-$3.28M
Win %
68%
UAMY United States Antimony Corporation
+4.86%
+$292.41 
EOG EOG Resources, Inc.
+3.73%
+$1,187.55 
HONA Honeywell Aerospace Inc.
+3.54%
+$5.78 
KMI Kinder Morgan, Inc.
+3.43%
+$330.75 
BP BP p.l.c. Sponsored ADR
+3.34%
+$251.1 
IMO Imperial Oil Limited
+3.2%
+$7,279.1 
RTX RTX Corporation
+2.98%
+$1,416.05 
DVN Devon Energy Corporation
+2.92%
+$102.24 
NOC Northrop Grumman Corporation
+2.92%
+$583 
TTE TotalEnergies SE
+2.88%
+$186.15 
LMT Lockheed Martin Corporation
+2.73%
+$8,625.43 
SHEL Shell plc
+2.61%
+$1,144.21 
BKR Baker Hughes Company
+2.61%
+$102.24 
SLB Schlumberger Limited
+2.58%
+$113.75 
FXN First Trust Energy AlphaDEX Fund
+2.48%
+$629.46 
DRLL Strive U.S. Energy ETF
+2.41%
+$105.58 
SU Suncor Energy Inc.
+2.37%
+$155.73 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+2.31%
+$443.3 
CVX Chevron Corporation
+2.27%
+$2,260.47 
XLE Energy Select Sector SPDR Fund
+2.23%
+$1,839.91 
VDE Vanguard Energy ETF
+2.19%
+$378.05 
FENY Fidelity MSCI Energy Index ETF
+2.15%
+$61.23 
F Ford Motor Company
+2.11%
+$318.76 
MLPX Global X MLP & Energy Infrastructure ETF
+2.08%
+$18,565.12 
PM Philip Morris International Inc.
+2.07%
+$580.3 
IXC iShares Global Energy ETF
+2.07%
+$894.08 
HAL Halliburton Company
+1.98%
+$37.7 
EPD Enterprise Products Partners L.P.
+1.97%
+$3,511.9 
TPYP Tortoise North American Pipeline Fund
+1.96%
+$15,637.05 
XOM Exxon Mobil Corporation
+1.96%
+$4,658.05 
PEP PepsiCo, Inc.
+1.92%
+$353.21 
WEC WEC Energy Group Inc.
+1.9%
+$297.48 
UL Unilever PLC Sponsored American Depositary Receipt
+1.82%
+$118 
EXC Exelon Corporation
+1.82%
+$13.18 
DUK Duke Energy Corporation
+1.77%
+$635.71 
SO The Southern Company
+1.68%
+$70.5 
ROK Rockwell Automation, Inc.
+1.67%
+$14.12 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.67%
+$83.21 
GD General Dynamics Corporation
+1.65%
+$371.85 
TJX The TJX Companies, Inc.
+1.63%
+$42.48 
CNP CenterPoint Energy Inc.
+1.62%
+$8.38 
ARLP Alliance Resource Partners, L.P.
+1.57%
+$811.73 
VSNT Versant Media Group, Inc.
+1.55%
+$21.34 
MAGA Point Bridge America First ETF
+1.55%
+$397.8 
CASY Casey's General Stores Inc.
+1.54%
+$104.1 
AZO AutoZone Inc.
+1.51%
+$184.3 
AMT American Tower Corporation
+1.5%
+$188.37 
KRP Kimbell Royalty Partners, LP
+1.49%
+$1,471.55 
APLE Apple Hospitality REIT, Inc.
+1.48%
+$143.75 
PSX Phillips 66
+1.42%
+$895.98 
BUD Anheuser-Busch InBev S.A. ADR
+1.42%
+$42.55 
NEM Newmont Corporation
+1.41%
+$40.87 
LHX L3Harris Technologies, Inc.
+1.41%
+$236.6 
EMLP First Trust North American Energy Infrastructure Fund
+1.37%
+$6,146.26 
GE General Electric Company
+1.32%
+$780.57 
COST Costco Wholesale Corporation
+1.3%
+$1,448.38 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
+1.29%
+$4,485.64 
FXU First Trust Utilities AlphaDEX Fund
+1.29%
+$2,156.87 
MET MetLife Inc.
+1.27%
+$144.78 
TM Toyota Motor Corporation
+1.27%
+$65.61 
MO Altria Group, Inc.
+1.25%
+$46 
FRO Frontline plc
+1.24%
+$11.7 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.24%
+$81.34 
HDV iShares Core High Dividend ETF
+1.23%
+$1,445.04 
SR Spire Inc.
+1.23%
+$230.84 
KO The Coca-Cola Company
+1.23%
+$142.38 
WMB The Williams Companies, Inc.
+1.23%
+$23.8 
MRK Merck & Co., Inc.
+1.21%
+$253.44 
MPLX MPLX LP
+1.21%
+$77.97 
FE FirstEnergy Corp.
+1.19%
+$29.7 
FUTY Fidelity MSCI Utilities Index ETF
+1.15%
+$6,998.7 
XLU Utilities Select Sector SPDR Fund
+1.14%
+$353.4 
VPU Vanguard Utilities ETF
+1.11%
+$2,404 
VZ Verizon Communications Inc.
+1.1%
+$999.11 
PNC The PNC Financial Services Group, Inc.
+1.1%
+$644.64 
SPH Suburban Propane Partners L.P.
+1.09%
+$11.28 
WFC Wells Fargo & Company
+1.09%
+$472.5 
GSK GSK plc Sponsored ADR
+1.08%
+$68.9 
IDU iShares U.S. Utilities ETF
+1.03%
+$1,628 
NEE NextEra Energy, Inc.
+1.01%
+$316 
ITA iShares U.S. Aerospace & Defense ETF
+0.98%
+$12,993.48 
ROST Ross Stores, Inc.
+0.97%
+$77.45 
JPM JPMorgan Chase & Co.
+0.95%
+$10,374.58 
COF Capital One Financial Corporation
+0.94%
+$317.72 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.93%
+$50.83 
HD The Home Depot, Inc.
+0.93%
+$1,624.51 
PJT PJT Partners Inc.
+0.92%
+$6.25 
EG Everest Group, Ltd.
+0.91%
+$174.25 
HIO Western Asset High Income Opportunity Fund Inc.
+0.91%
+$313.5 
AMLP Alerian MLP ETF
+0.91%
+$1,127.06 
LIN Linde plc
+0.88%
+$283.4 
UTES Virtus Reaves Utilities ETF
+0.88%
+$6,401.34 
AMTM Amentum Holdings, Inc.
+0.86%
+$21.45 
CMI Cummins Inc.
+0.86%
+$109.44 
DOW Dow Inc.
+0.84%
+$250 
HWM Howmet Aerospace Inc.
+0.83%
+$135.42 
WMT Walmart Inc.
+0.81%
+$967.68 
JXI iShares Global Utilities ETF
+0.81%
+$7,500.35 
IYK iShares U.S. Consumer Staples ETF
+0.79%
+$3,318.6 
VDC VANGUARD CONSUMER STAPLES ETF
+0.75%
+$3,850.47 
AFL Aflac Inc.
+0.74%
+$166.17 
STLD Steel Dynamics Inc.
+0.73%
+$519.2 
BNY BlackRock New York Municipal Income Trust
+0.72%
+$56.65 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.72%
+$6,559.77 
XLP Consumer Staples Select Sector SPDR Fund
+0.72%
+$3,812.5 
PG Procter & Gamble Co
+0.72%
+$245.21 
CARR Carrier Global Corporation
+0.71%
+$88.92 
MRSH Marsh & McLennan Companies, Inc.
+0.71%
+$372.24 
HEI.A Heico Corporation
+0.71%
+$29.43 
JNJ Johnson & Johnson
+0.71%
+$458.24 
LOW Lowe's Companies Inc.
+0.7%
+$771.42 
DVY iShares Select Dividend ETF
+0.7%
+$66 
TT Trane Technologies plc
+0.69%
+$855.42 
PCAR PACCAR Inc.
+0.69%
+$26.01 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.69%
+$16.66 
IAK iShares U.S. Insurance ETF
+0.69%
+$1,188.89 
GM General Motors Company
+0.68%
+$35.91 
FISV Fiserv, Inc.
+0.68%
+$96 
RTH VanEck Retail ETF
+0.65%
+$69.95 
CB Chubb Limited
+0.64%
+$192.95 
TRV The Travelers Companies, Inc.
+0.64%
+$269.5 
ABBV AbbVie Inc.
+0.63%
+$96.66 
O Realty Income Corporation
+0.63%
+$11.9 
BRO Brown & Brown Inc.
+0.62%
+$135.24 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$597.83 
BLK BlackRock, Inc.
+0.59%
+$178.6 
ORLY O'Reilly Automotive Inc.
+0.58%
+$27.81 
QSR Restaurant Brands International Inc.
+0.58%
+$6.45 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.57%
+$1,011.57 
C Citigroup Inc.
+0.57%
+$156.1 
ZTS Zoetis Inc.
+0.57%
+$39.16 
LLY Eli Lilly and Company
+0.56%
+$2,004.86 
TXN Texas Instruments Inc
+0.54%
+$71.2 
NXPI NXP Semiconductors N.V.
+0.54%
+$6.25 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.54%
+$7,467.6 
ONEY SPDR Russell 1000 Yield Focus ETF
+0.53%
+$138.2 
GEV GE Vernova Inc.
+0.53%
+$148.2 
BHP BHP Group Ltd.
+0.53%
+$23.32 
SPGI S&P Global Inc.
+0.52%
+$72.93 
TDG TransDigm Group Inc.
+0.52%
+$17.58 
XLB Materials Select Sector SPDR Fund
+0.51%
+$2,895.36 
ITW Illinois Tool Works Inc.
+0.51%
+$160.66 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.49%
+$595.03 
FXG First Trust Consumer Staples AlphaDEX Fund
+0.49%
+$1,401.13 
HLT Hilton Worldwide Holdings Inc.
+0.48%
+$44.82 
WPC W. P. Carey Inc.
+0.48%
+$65.1 
T AT&T Inc.
+0.47%
+$893.42 
FMAT Fidelity MSCI Materials Index ETF
+0.46%
+$1,280.21 
NLOP Net Lease Office Properties.
+0.46%
+$0.72 
LVHI Franklin International Low Volatility High Dividend ETF
+0.45%
+$16,104.21 
AAPL Apple Inc.
+0.44%
+$7,119.65 
CL Colgate-Palmolive Company
+0.44%
+$55.76 
VAW Vanguard Materials ETF
+0.44%
+$3,151.01 
NVS Novartis AG Sponsored ADR
+0.43%
+$57.2 
NTRS Northern Trust Corporation
+0.41%
+$90.45 
FTCS First Trust Capital Strength ETF
+0.41%
+$832 
KIE SPDR S&P Insurance ETF
+0.4%
+$217.56 
FITB Fifth Third Bancorp
+0.39%
+$2.15 
RF Regions Financial Corporation
+0.38%
+$42 
V Visa Inc. Class A
+0.38%
+$1,755.6 
SPG Simon Property Group, Inc.
+0.37%
+$23.56 
ING ING Groep N.V. Sponsored ADR
+0.36%
+$30.24 
AUSF Global X Adaptive U.S. Factor ETF
+0.35%
+$3,326.57 
ISRG Intuitive Surgical, Inc.
+0.33%
+$9.94 
RY Royal Bank of Canada
+0.33%
+$16.25 
APO Apollo Global Management, Inc.
+0.32%
+$51.12 
ICE Intercontinental Exchange, Inc.
+0.32%
+$21.5 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.29%
+$16.8 
RIO Rio Tinto Plc Sponsored ADR
+0.28%
+$10.46 
EPR EPR Properties
+0.28%
+$149.42 
CPRT Copart Inc.
+0.27%
+$24.75 
JPUS JPMorgan Diversified Return U.S. Equity ETF
+0.27%
+$12.49 
PB Prosperity Bancshares Inc.
+0.25%
+$11.05 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.24%
+$2,196.6 
DGRO iShares Core Dividend Growth ETF
+0.2%
+$20 
KRE SPDR S&P Regional Banking ETF
+0.2%
+$9.8 
FXO First Trust Financials AlphaDEX Fund
+0.2%
+$568.25 
DG Dollar General Corporation
+0.19%
+$7.54 
MCK McKesson Corporation
+0.19%
+$11.46 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.19%
+$3.19 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.19%
+$15.64 
PFE Pfizer Inc.
+0.19%
+$7.64 
LYG Lloyds Banking Group Plc ADR
+0.18%
+$8.26 
SJM The J.M. Smucker Company
+0.18%
+$29.9 
IGR CBRE Global Real Estate Income Fund
+0.18%
+$52.59 
VYM Vanguard High Dividend Yield ETF
+0.16%
+$75.14 
HSBC HSBC Holdings plc Sponsored ADR
+0.16%
+$6.9 
TIP iShares TIPS Bond ETF
+0.15%
+$16.48 
ASML ASML Holding N.V. New York Registry Shares
+0.14%
+$84.78 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.14%
+$5.85 
ADP Automatic Data Processing Inc.
+0.13%
+$32.31 
BCS Barclays PLC Sponsored ADR
+0.13%
+$7.59 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.11%
+$979.62 
XLF Financial Select Sector SPDR Fund
+0.1%
+$1,153.3 
IYF iShares U.S. Financials ETF
+0.1%
+$1,228.5 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.1%
+$11 
FNCL Fidelity MSCI Financials Index ETF
+0.08%
+$550.81 
DEED First Trust TCW Securitized Plus ETF
+0.07%
+$2.07 
AMGN Amgen Inc.
+0.07%
+$18.76 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.05%
+$0.97 
VGSH Vanguard Short-Term Treasury Fund
+0.04%
+$7.62 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$1.16 
MCD McDonald's Corporation
+0.04%
+$4.05 
NKE Nike, Inc. - Class B
+0.03%
+$5.25 
SDSI American Century Short Duration Strategic Income ETF
+0.02%
+$658.82 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.01%
+$39.81 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.01%
+$0.21 
SBUX Starbucks Corporation
+0.01%
+$1.9 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$12.25 
IR Ingersoll Rand Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TBPH Theravance Biopharma Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
CWS AdvisorShares Focused Equity ETF
0%
$0 
PSI Invesco Semiconductors ETF
0%
$0 
PTMN Portman Ridge Finance Corporation
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 FSSL
FSSL
0%
$0 VALW
VALWS
0%
$0 G200
G2004J103
0%
$0 
CRWV CoreWeave, Inc.
-11.21%
-$1,944.52 
APLD Applied Digital Corporation
-9.71%
-$1,079.1 
SNOW Snowflake Inc.
-9.47%
-$11,109 
SMCI Super Micro Computer Inc
-9.46%
-$2,214.44 
MSTR Strategy Inc.
-9.24%
-$209.7 
LEU Centrus Energy Corp.
-8.57%
-$370.09 
PANW Palo Alto Networks, Inc.
-7.98%
-$55,199.38 
IONQ IonQ, Inc.
-7.77%
-$1,033.29 
CRWD CrowdStrike Holdings, Inc.
-7.7%
-$24,623.11 
PLTR Palantir Technologies Inc.
-7.4%
-$229,114.76 
QBTS D-Wave Quantum Inc.
-6.98%
-$17.9 
RKLB Rocket Lab Corporation
-6.59%
-$411.32 
PL PLANET LABS PBC
-6.57%
-$203.41 
ASTS AST SpaceMobile, Inc.
-6.4%
-$352.78 
LUMN Lumen Technologies Inc.
-6.16%
-$33 
CIEN Ciena Corporation
-5.25%
-$374.1 
HRZN Horizon Technology Finance Corporation
-5.12%
-$874.67 
IGV iShares Expanded Tech-Software Sector ETF
-5.1%
-$1,872.65 
NOW ServiceNow, Inc.
-5.08%
-$1,102.3 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-5.02%
-$1,243.53 
ARM Arm Holdings plc American Depositary Receipt
-4.8%
-$2,348 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
-4.6%
-$2.01 
INTC Intel Corporation
-4.59%
-$512.46 
AMD Advanced Micro Devices, Inc.
-4.56%
-$64,958.41 
DXYZ Destiny Tech100 Inc.
-4.48%
-$3,630.9 
APP AppLovin Corporation Class A Common Stock
-4.44%
-$62.05 
TRFK Pacer Data and Digital Revolution ETF
-4.43%
-$1,965.04 
COIN Coinbase Global, Inc.
-4.13%
-$227.7 
ORCL Oracle Corporation
-4.11%
-$850.08 
ANET Arista Networks, Inc.
-4.03%
-$3,182.22 
FXL First Trust Technology AlphaDEX Fund
-3.98%
-$1,967.84 
MU Micron Technology, Inc.
-3.95%
-$1,325.16 
MRVL Marvell Technology, Inc.
-3.89%
-$2,223.06 
SNPS Synopsys, Inc.
-3.65%
-$581.06 
JBHT J.B. Hunt Transport Services, Inc.
-3.59%
-$42.2 
CRDO Credo Technology Group Holding Ltd.
-3.57%
-$2,662.66 
LRCX Lam Research Corporation
-3.56%
-$2,472.5 
QTEC First Trust NASDAQ-100 Technology Index Fund
-3.56%
-$234.88 
XRPC Canary XRP ETF
-3.53%
-$1,328.18 
XRPZ Franklin XRP ETF
-3.5%
-$2,344.16 
META Meta Platforms Inc Class A
-3.46%
-$10,403.99 
AVGO Broadcom Inc.
-3.46%
-$45,136.66 
THNQ Robo Global Artificial Intelligence ETF
-3.43%
-$29,429.08 
GLW Corning Incorporated
-3.42%
-$61.49 
TDC Teradata Corporation
-3.39%
-$106 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-3.38%
-$1,384.73 
FITE SPDR S&P Kensho Future Security ETF
-3.21%
-$448.5 
AMAT Applied Materials, Inc.
-3.08%
-$224.91 
IETC iShares U.S. Tech Independence Fund
-3.03%
-$10,205.59 
AIQ Global X Artificial Intelligence & Technology ETF
-2.99%
-$141.71 
QTUM Defiance Quantum ETF
-2.97%
-$109,703.8 
CRM Salesforce Inc
-2.96%
-$1,462 
IGM iShares Expanded Tech Sector ETF
-2.92%
-$298.22 
KLAC KLA Corporation
-2.91%
-$841.62 
NFLX Netflix, Inc.
-2.89%
-$2,858.1 
UUUU Energy Fuels Inc.
-2.86%
-$47.77 
FYC First Trust Small Cap Growth Fund
-2.84%
-$33,799.29 
BRSP BrightSpire Capital Inc.
-2.77%
-$505.26 
SPHB Invesco S&P 500 High Beta ETF
-2.76%
-$11,343 
ADBE Adobe Inc.
-2.75%
-$1,480.88 
IXN iShares Global Tech ETF
-2.72%
-$12,216.05 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-2.71%
-$1,556.42 
IBB iShares Biotechnology ETF
-2.68%
-$222.4 
IYW iShares U.S. Technology ETF
-2.66%
-$72,828.98 
ADSK Autodesk, Inc.
-2.63%
-$32.3 
MOH Molina Healthcare Inc.
-2.61%
-$55.4 
CHWY Chewy Inc.
-2.6%
-$51.06 
TSLA Tesla, Inc.
-2.58%
-$18,918.03 
SOLV Solventum Corporation
-2.58%
-$760.45 
XLK State Street Technology Select Sector SPDR ETF
-2.55%
-$111,259.05 
FAD First Trust Multi Cap Growth Fund
-2.54%
-$29,718.71 
JSMD Janus Small-Mid Cap Growth Alpha Fund
-2.54%
-$42,644.87 
TER Teradyne, Inc.
-2.53%
-$1,525.92 
DASH DoorDash, Inc.
-2.52%
-$19.48 
FTXL First Trust Nasdaq Semiconductor ETF
-2.51%
-$293.5 
VGT Vanguard Information Technology ETF
-2.48%
-$27,809.92 
IWP iShares Russell Mid-Cap Growth ETF
-2.48%
-$7,669.09 
FTEC Fidelity MSCI Information Technology Index ETF
-2.46%
-$94,016.44 
NOK Nokia Corporation Sponsored ADR
-2.46%
-$21.39 
SCNX Scienture Holdings Inc.
-2.44%
-$0.1 
MSFT Microsoft Corp.
-2.44%
-$53,814.1 
GARP iShares MSCI USA Quality GARP ETF
-2.43%
-$44,183.47 
INTU Intuit Inc.
-2.4%
-$1,190.89 
SMH VanEck Semiconductor ETF
-2.29%
-$8,722.85 
VRT Vertiv Holdings Co
-2.25%
-$822.8 
ROBO ROBO Global Robotics & Automation Index ETF
-2.21%
-$5,991.84 
VFMO Vanguard U.S. Momentum Factor Fund
-2.19%
-$34,999.36 
QYLD Global X Nasdaq 100 Covered Call ETF
-2.19%
-$902 
JOBY Joby Aviation, Inc.
-2.18%
-$87.28 
SCHW Charles Schwab Corporation
-2.17%
-$357.87 
QQQM Invesco NASDAQ 100 ETF
-2.13%
-$677.34 
CDNS Cadence Design Systems, Inc.
-2.12%
-$151.36 
QQQ Invesco QQQ Trust, Series 1
-2.12%
-$50,700.96 
CSCO Cisco Systems, Inc.
-2.09%
-$1,430.6 
SPCX Space Exploration Technologies Corp. Class A
-2.09%
-$24,895.55 
ETHE Grayscale Ethereum Trust ETF
-2.09%
-$713.4 
GOOGL Alphabet Inc
-2.07%
-$31,342.05 
SPOT Spotify Technology S.A.
-2.05%
-$163.95 
QGRO American Century U.S. Quality Growth ETF
-2.01%
-$27,326.75 
ETH Ethan Allen Interiors Inc
-2.01%
-$0.94 
NLR VanEck Uranium and Nuclear ETF
-1.99%
-$1,009.21 
VOT Vanguard Mid-Cap Growth ETF
-1.97%
-$33,500.65 
FELG Fidelity Enhanced Large Cap Growth ETF
-1.96%
-$26,745.25 
ETN Eaton Corporation plc
-1.95%
-$212.22 
GOOG Alphabet Inc
-1.93%
-$2,994.64 
VONG Vanguard Russell 1000 Growth Fund
-1.9%
-$459.27 
PWB Invesco Large Cap Growth ETF
-1.9%
-$112.86 
IWY iShares Russell Top 200 Growth ETF
-1.88%
-$88,539 
AMZN Amazon.com Inc
-1.86%
-$28,927.44 
UBER Uber Technologies, Inc.
-1.85%
-$814.44 
VUG Vanguard Growth ETF
-1.84%
-$804.33 
Q Qnity Electronics Inc.
-1.83%
-$481.8 
IWF iShares Russell 1000 Growth ETF
-1.82%
-$4,856.74 
BITO ProShares Bitcoin ETF
-1.82%
-$204 
BITB Bitwise Bitcoin ETF
-1.8%
-$60.37 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.79%
-$7.74 
DE Deere & Company
-1.77%
-$241.81 
GBTC Grayscale Bitcoin Trust ETF
-1.76%
-$1,624 
LUV Southwest Airlines Co.
-1.76%
-$64.08 
XLC Communication Services Select Sector SPDR Fund
-1.76%
-$758.34 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.75%
-$143.75 
SPMO Invesco S&P 500 Momentum ETF
-1.72%
-$182,813.26 
ILCG iShares Morningstar Growth ETF
-1.72%
-$347.37 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.69%
-$632.13 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.68%
-$1,030.43 
XSMO Invesco S&P SmallCap Momentum ETF
-1.67%
-$29,961.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.67%
-$3,653.93 
TMFC Motley Fool 100 Index ETF
-1.62%
-$277.96 
SNDA Sonida Senior Living Inc.
-1.6%
-$687.12 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.57%
-$321.16 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.54%
-$9,595.82 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.54%
-$9,761.56 
HTGC Hercules Capital Inc.
-1.53%
-$643.37 
PRGS Progress Software Corporation
-1.53%
-$31.2 
GSBD Goldman Sachs BDC Inc.
-1.51%
-$425.25 
VUSE Vident U.S. Equity Strategy ETF
-1.5%
-$1,587.3 
APH Amphenol Corporation
-1.49%
-$14,916.88 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-1.48%
-$4,354.05 
GOF Guggenheim Strategic Opportunities Fund
-1.45%
-$367.5 
IEMG iShares Core MSCI Emerging Markets ETF
-1.44%
-$983.25 
SFY SoFi Select 500 ETF
-1.41%
-$48,878.43 
EXPD Expeditors International of Washington, Inc.
-1.41%
-$231.78 
PWR Quanta Services Inc.
-1.41%
-$1,842.12 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.39%
-$9,487.9 
UNH UnitedHealth Group Incorporated
-1.39%
-$1,209.1 
FDMO Fidelity Momentum Factor ETF
-1.38%
-$50,135.56 
TGT Target Corporation
-1.36%
-$230.04 
QCOM QUALCOMM Incorporated
-1.36%
-$1,011.56 
PTY PIMCO Corporate & Income Opportunity Fund
-1.34%
-$438.62 
ABNB Airbnb, Inc.
-1.3%
-$9.1 
CSQ Calamos Strategic Total Return Fund
-1.29%
-$1,464.32 
UHS Universal Health Services, Inc.
-1.28%
-$16.73 
NXTG First Trust Indxx NextG ETF
-1.27%
-$147.42 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$1,137.78 
VRTX Vertex Pharmaceuticals Incorporated
-1.27%
-$90.16 
XMMO Invesco S&P MidCap Momentum ETF
-1.26%
-$2,364.59 
USA Liberty All Star Equity Fund
-1.25%
-$477.23 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.25%
-$6,463.25 
SPEM SPDR Portfolio Emerging Markets ETF
-1.25%
-$62.72 
VWO Vanguard FTSE Emerging Markets ETF
-1.24%
-$75.19 
CEG Constellation Energy Corporation
-1.24%
-$1,231.01 
BBDC Barings BDC Inc.
-1.16%
-$455 
KCE SPDR S&P Capital Markets ETF
-1.16%
-$194.34 
ODFL Old Dominion Freight Line, Inc.
-1.15%
-$2,161.27 
GS The Goldman Sachs Group, Inc.
-1.11%
-$228.62 
LRGF iShares U.S. Equity Factor ETF
-1.11%
-$118.8 
MGC Vanguard Mega Cap ETF
-1.11%
-$316 
OEF iShares S&P 100 ETF
-1.09%
-$34,951.42 
VRTS Virtus Investment Partners Inc.
-1.09%
-$182.24 
EES WisdomTree U.S. SmallCap Fund
-1.09%
-$37.79 
IWL iShares Russell Top 200 ETF
-1.06%
-$284.9 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.06%
-$12 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.05%
-$528 
MAIR Madison Air Solutions Corp. Class A
-1.02%
-$180 
EMR Emerson Electric Co.
-1.02%
-$396 
SAP SAP SE Sponsored ADR
-1%
-$40.68 
SPXE ProShares S&P 500 Ex-Energy ETF
-1%
-$290.5 
SPY SPDR S&P 500 ETF Trust
-0.99%
-$8,137.24 
VOO Vanguard S&P 500 ETF
-0.99%
-$32,256.85 
IVV iShares Core S&P 500 ETF
-0.99%
-$2,229.05 
MDT Medtronic plc
-0.98%
-$422.06 
IBOT VanEck Robotics ETF
-0.98%
-$5,781.48 
EPS WisdomTree U.S. LargeCap Fund
-0.98%
-$1,613.18 
PRN Invesco Dorsey Wright Industrials ETF
-0.98%
-$5,219.7 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.97%
-$295.94 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.97%
-$38.62 
FSMD Fidelity Small-Mid Multifactor ETF
-0.96%
-$11,979.36 
FXD First Trust Consumer Discretionary AlphaDEX Fund
-0.96%
-$54.83 
ECL Ecolab Inc.
-0.94%
-$178.1 
CHE Chemed Corporation
-0.94%
-$48.2 
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF
-0.93%
-$9,311.28 
IJR iShares Core S&P Small-Cap ETF
-0.92%
-$827.82 
MDY SPDR S&P MidCap 400 ETF Trust
-0.91%
-$90.9 
VT Vanguard Total World Stock ETF
-0.91%
-$2,901.57 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.9%
-$38.28 
IJH iShares Core S&P Mid-Cap ETF
-0.9%
-$843.48 
SPHQ Invesco S&P 500 Quality ETF
-0.87%
-$74.23 
FDX FedEx Corporation
-0.86%
-$250.39 
TDV ProShares S&P Technology Dividend Aristocrats ETF
-0.86%
-$1,171.89 
INVA Innoviva Inc.
-0.86%
-$9 
OMC Omnicom Group Inc.
-0.84%
-$1,059.44 
CSL Carlisle Companies Inc.
-0.84%
-$47.69 
EIS iShares MSCI Israel ETF
-0.82%
-$376.32 
PFF iShares Preferred and Income Securities ETF
-0.81%
-$27.5 
JCI Johnson Controls International plc
-0.8%
-$729.24 
KKR KKR & Co. Inc.
-0.79%
-$0.69 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.77%
-$2,519.59 
MMM 3M Company
-0.77%
-$825.5 
NVDA NVIDIA Corporation
-0.76%
-$33,085.46 
URI United Rentals, Inc.
-0.76%
-$1,436.39 
NLY Annaly Capital Management, Inc.
-0.76%
-$36.26 
DHR Danaher Corporation
-0.76%
-$22.75 
FEX First Trust Large Cap Core Fund A
-0.76%
-$3,834.25 
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF
-0.74%
-$19,724.8 
BMEZ BlackRock Health Sciences Trust II
-0.74%
-$317.72 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.73%
-$398.4 
PRU Prudential Financial, Inc.
-0.69%
-$94.99 
VO Vanguard Mid-Cap ETF
-0.69%
-$2,869.44 
USVM VictoryShares US Small Mid Cap Value Momentum ETF
-0.66%
-$3,996.48 
PLD Prologis Inc.
-0.65%
-$18.04 
FAUG FT Vest U.S. Equity Buffer ETF
-0.65%
-$93.75 
DMAY FT Vest US Equity Deep Buffer Fund
-0.64%
-$4,655.89 
FMAY FT Vest U.S. Equity Buffer ETF
-0.64%
-$185 
PDI Pimco Dynamic Income Fund
-0.63%
-$281.25 
FCX Freeport-McMoRan Inc.
-0.61%
-$150.93 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.6%
-$320.4 
DSEP FT Vest U.S. Equity Deep Buffer Fund
-0.59%
-$5,000.76 
MS Morgan Stanley
-0.59%
-$297.46 
EQWL Invesco S&P 100 Equal Weight ETF
-0.58%
-$732.87 
DD DuPont de Nemours, Inc.
-0.58%
-$111.72 
SMMV iShares MSCI USA Small-Cap Min Volatility ETF
-0.58%
-$653.74 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.58%
-$339.36 
IWS iShares Russell Mid-Cap Value ETF
-0.57%
-$239.4 
DSL DoubleLine Income Solutions Fund
-0.56%
-$184.25 
RSP Invesco S&P 500 Equal Weight ETF
-0.54%
-$742.4 
PAYX Paychex Inc.
-0.54%
-$86.87 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.54%
-$1,990.12 
SLV iShares Silver Trust
-0.53%
-$205.35 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.52%
-$54.37 
PSCQ Pacer Swan SOS Fund of Funds ETF
-0.52%
-$1,008.84 
USMV iShares MSCI USA Min Vol Factor ETF
-0.52%
-$84 
UNP Union Pacific Corporation
-0.52%
-$16.39 
DJUL FT Vest US Equity Deep Buffer Fund
-0.51%
-$14,023.01 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.51%
-$55.23 
CSX CSX Corporation
-0.5%
-$24.01 
DAUG FT Vest U.S. Equity Deep Buffer Fund
-0.5%
-$6,383.28 
PSCJ Pacer Swan SOS Conservative ETF
-0.49%
-$3,141.28 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
-0.48%
-$19,250.12 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.48%
-$2,170.93 
RDVY First Trust Rising Dividend Achievers ETF
-0.48%
-$3,457.24 
PSCX Pacer Swan SOS Conservative ETF
-0.47%
-$1,912.32 
CAH Cardinal Health Inc.
-0.46%
-$22.04 
DJUN FT VEST US Equity Deep Buffer Fund
-0.46%
-$5,590.61 
EFG iShares MSCI EAFE Growth ETF
-0.44%
-$96.99 
PKW Invesco BuyBack Achievers ETF
-0.44%
-$1,353.94 
WTV WisdomTree U.S. Value Fund
-0.44%
-$2,570.43 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.44%
-$3,186.19 
UBS UBS Group AG
-0.44%
-$44.52 
FRWD Nomura Transformational Technology ETF
-0.43%
-$48.73 
KNGZ FT S&P 500 Dividend Aristocrats ETF
-0.43%
-$110.71 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.43%
-$504.47 
OUSM Alps O’Shares U.S. Small-Cap Quality Dividend ETF
-0.43%
-$1,799.9 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.42%
-$60.97 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.42%
-$5,973.59 
FMAR FT Vest U.S. Equity Buffer ETF
-0.4%
-$104.92 
GWW W.W. Grainger, Inc.
-0.4%
-$111.09 
GEHC GE HealthCare Technologies Inc.
-0.38%
-$0.54 
GLDM SPDR Gold MiniShares Trust
-0.36%
-$3,211.2 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-0.36%
-$1,404.39 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.35%
-$245.4 
GLD SPDR Gold Shares
-0.35%
-$2,005.38 
IAU iShares Gold Trust
-0.35%
-$2,886.4 
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund
-0.34%
-$524.18 
PSCW Pacer Swan SOS Conservative ETF April
-0.34%
-$1,493.41 
DNOV FT Vest US Equity Deep Buffer Fund
-0.34%
-$4,661.1 
BUFT FT Vest Buffered Allocation Mutual Fund
-0.34%
-$30.27 
MA Mastercard Incorporated
-0.34%
-$575.46 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.34%
-$2,106.04 
GIS General Mills, Inc.
-0.34%
-$33 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
-0.31%
-$4,226.51 
WELL Welltower Inc.
-0.31%
-$18.25 
FHI Federated Hermes Inc.
-0.31%
-$8.75 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.3%
-$5,378.66 
EVV Eaton Vance Limited Duration Income Fund
-0.3%
-$7.6 
ELAN Elanco Animal Health Incorporated
-0.3%
-$6.3 
AWP abrdn Global Premier Properties Fund
-0.3%
-$70.65 
XLV Health Care Select Sector SPDR Fund
-0.29%
-$3.06 
ABT Abbott Laboratories
-0.28%
-$53.1 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.28%
-$196.09 
PPG PPG Industries Inc.
-0.27%
-$16.82 
QLV FlexShares US Quality Low Volatility Index Fund
-0.27%
-$6.82 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.26%
-$588.62 
AHR American Healthcare REIT, Inc.
-0.26%
-$421.47 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.25%
-$27.11 
PSL Invesco Dorsey Wright Consumer Staples Momentum ETF
-0.24%
-$36.12 
VIS Vanguard Industrials ETF
-0.24%
-$861.11 
DOC Healthpeak Properties, Inc.
-0.24%
-$4.37 
BA Boeing Company
-0.23%
-$223.96 
EUFN iShares MSCI Europe Financials ETF
-0.23%
-$12.42 
FIDU Fidelity MSCI Industrials Index ETF
-0.23%
-$1,562.51 
RFV Invesco S&P MidCap 400 Pure Value ETF
-0.23%
-$5.38 
AVUV Avantis U.S. Small Cap Value ETF
-0.22%
-$20.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.22%
-$65.1 
BAC Bank of America Corporation
-0.2%
-$56.7 
RWL Invesco S&P 500 Revenue ETF
-0.2%
-$3,657.96 
DMAR FT Vest US Equity Deep Buffer Fund
-0.2%
-$750.06 
CTVA Corteva Inc.
-0.19%
-$10.07 
KORP American Century Diversified Corporate Bond ETF
-0.19%
-$1,263.18 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.19%
-$22.43 
SNY Sanofi American Depositary Receipt
-0.19%
-$2.77 
SPBO SPDR Portfolio Corporate Bond ETF
-0.18%
-$14.7 
CTAS Cintas Corporation
-0.18%
-$15.2 
FDVV Fidelity High Dividend ETF
-0.17%
-$1,862.91 
TEL TE Connectivity plc
-0.16%
-$70 
CMC Commercial Metals Company
-0.16%
-$152.25 
TOL Toll Brothers Inc
-0.16%
-$81.06 
IXG iShares Global Financials ETF
-0.15%
-$413.8 
MBB iShares MBS ETF
-0.14%
-$5 
AXP American Express Company
-0.14%
-$8.17 
VIG Vanguard Dividend Appreciation ETF
-0.14%
-$9.24 
XAR SPDR S&P Aerospace & Defense ETF
-0.12%
-$839.72 
MUB iShares National Muni Bond ETF
-0.12%
-$43.5 
IVE ISHARES S&P 500 VALUE ETF
-0.11%
-$3.98 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.11%
-$85 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.1%
-$5,459.6 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$10.08 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$92.33 
ADI Analog Devices, Inc.
-0.08%
-$41.25 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.08%
-$1.8 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.07%
-$4.36 
TLT iShares 20+ Year Treasury Bond ETF
-0.07%
-$1.1 
DOCT FT Vest U.S. Equity Deep Buffer Fund
-0.06%
-$142.05 
CP Canadian Pacific Kansas City Limited
-0.06%
-$1.2 
XLI Industrial Select Sector SPDR Fund
-0.05%
-$919.89 
DLR Digital Realty Trust, Inc.
-0.05%
-$0.24 
PFM Invesco Dividend Achievers ETF
-0.04%
-$56.68 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$0.35 
IEFA iShares Core MSCI EAFE ETF
-0.04%
-$96.92 
ACN Accenture plc Class A
-0.03%
-$9.6 
COWZ Pacer US Cash Cows 100 ETF
-0.03%
-$82.05 
FTCB First Trust Core Investment Grade ETF
-0.03%
-$294.78 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$2.39 
CAT Caterpillar Inc.
-0.02%
-$3.04 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$3.1 
SPTB SPDR Portfolio Treasury ETF
-0.02%
-$0.96 
DWMF WisdomTree International Multifactor Fund
-0.01%
-$11.02 
GVI iShares Intermediate Government Bond ETF
-0.01%
-$0.91 Events
Loading...
Dividends
Dividend Analysis
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No Data
| Trades 2402 | Longs Won 1619/2402 67% | Profit Factor 13.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $79,838.54 |
| Average Win $24,549.1 | Best Trade (Oct 15) $1.78M | Sharpe Ratio -39.01 |
| Average Loss -$3,806.67 | Worst Trade (Oct 16) -$202,926.45 | Z-Score 10.17 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 1d | Expectancy $15,305.73 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,715 | $1.16M | $1.62M | - | $457,360.4 | 39.35% | +0.442% |
| ABBV AbbVie Inc. | 54 | $11,341.77 | $15,400.26 | - | $4,058.49 | 35.78% | +0.632% |
| ABNB Airbnb, Inc. | 4 | $530 | $688.02 | - | $158.02 | 29.82% | -1.305% |
| ABT Abbott Laboratories | 180 | $24,498.17 | $18,789.3 | - | -$5,708.87 | -23.3% | -0.282% |
| ACN Accenture plc Class A | 128 | $34,645.29 | $28,780.16 | - | -$5,865.13 | -16.93% | -0.033% |
| ADBE Adobe Inc. | 214 | $75,442.55 | $52,376.5 | - | -$23,066.05 | -30.57% | -2.75% |
| ADI Analog Devices, Inc. | 125 | $29,752.75 | $50,452.5 | - | $20,699.75 | 69.57% | -0.082% |
| ADP Automatic Data Processing Inc. | 85 | $26,303.37 | $24,312.56 | - | -$1,990.81 | -7.57% | +0.133% |
| ADSK Autodesk, Inc. | 5 | $1,562.7 | $1,193.5 | - | -$369.2 | -23.63% | -2.635% |
| AFL Aflac Inc. | 191 | $20,159.89 | $22,713.72 | - | $2,553.83 | 12.67% | +0.737% |
| AGG iShares Core U.S. Aggregate Bond ETF | 126 | $12,508 | $12,011.58 | - | -$496.42 | -3.97% | -0.084% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 4,671 | $118,805.52 | $116,924.47 | - | -$1,881.05 | -1.58% | -0.43% |
| AHR American Healthcare REIT, Inc. | 3,122 | $88,727.12 | $165,075.75 | - | $76,348.63 | 86.05% | -0.255% |
| AIQ Global X Artificial Intelligence & Technology ETF | 74 | $2,859.21 | $4,600.95 | - | $1,741.74 | 60.92% | -2.988% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 5,150 | $466,787.42 | $510,648.25 | - | $43,860.83 | 9.4% | -1.25% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 82 | $17,575.56 | $23,518.83 | - | $5,943.27 | 33.82% | -5.022% |
| AMAT Applied Materials, Inc. | 17 | $3,096.74 | $7,085.26 | - | $3,988.52 | 128.8% | -3.077% |
| AMD Advanced Micro Devices, Inc. | 2,532 | $345,101.44 | $1.36M | - | $1.01M | 293.68% | -4.563% |
| AMGN Amgen Inc. | 67 | $18,906.89 | $29,098.77 | - | $10,191.88 | 53.91% | +0.065% |
| AMLP Alerian MLP ETF | 2,398 | $113,314.13 | $125,607.24 | - | $12,293.11 | 10.85% | +0.905% |
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FAQ
Which stocks have generated the highest profits for Nova Wealth Management Inc.?
The largest contributions to the portfolio's profits come from the following stocks: First Trust TCW Unconstrained Plus Bond ETF - $780,525.96, Palantir Technologies Inc - $451,667.08, iShares U.S. Technology ETF - $427,008.71, State Street Technology Select Sector SPDR ETF - $413,130.68, and Xtrackers MSCI EAFE Hedged Equity ETF - $341,895.67. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Adobe Inc - $107,067.42, Pacer Trendpilot 100 ETF - $97,836.45, Salesforce Inc - $75,761.93, Innovator IBD Breakout Opportunities ETF - $28,622.86, and Intuit Inc - $13,544.71. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nova Wealth Management Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.29M earned over time. The largest contributors to dividend income include First Trust TCW Unconstrained Plus Bond ETF - $645,204.56, Franklin International Low Volatility High Dividend ETF - $114,390.13, Invesco S&P 500 Momentum ETF - $98,537.92, First Trust Core Investment Grade ETF - $94,327.93, and Xtrackers MSCI EAFE Hedged Equity ETF - $87,819.22. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nova Wealth Management Inc.'s monthly returns?
Nova Wealth Management Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Nova Wealth Management Inc.'s strategy be considered aggressive or moderate?
Nova Wealth Management Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Nova Wealth Management Inc.'s strategy?
Nova Wealth Management Inc.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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